Stuart Gordon Caird, CHS™, RRC*

275 Lansdowne Street, Suite 600 Kamloops, British Columbia V2C 1X8
250-374-5308 ext. 319

I believe your income doesn't solely, or even primarily, determine your financial outcome. Rather, your success at meeting your financial goals depends on what you choose to do with your income. I can help you understand the many choices available to you so you can make more informed decisions, better control your cash flow and maximize your financial efficiency. Use each dollar of income wisely and you will be in the best position to achieve your long-term objectives.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.